Note: If you are able to export your trips from a previous platform, please reach out to hello@traveljoy.com and we will be happy to take a look to determine whether we can import these for you.
Moving an existing trip into TravelJoy is as simple as creating a new trip. To get started, you would follow the basic steps for creating a trip:
- Create the client
- Create the trip
- Create the invoice
The first key difference happens once you've finished creating the invoice. You've added all of the items at the top and the payments at the bottom, and now you need to reflect which payments have already been paid. You can do that by clicking "Mark as Paid" on these payments, unchecking the option to send a receipt, and clicking "Mark as Paid" again to confirm.
(You can see this process in this guide.)
Once you've reconciled the payments, you can now decide whether to send this invoice to your client or simply save it so that you have it on file. To send, follow the normal path: Click "Next" then "Save & Review Email," then click "Send."
To save without sending, just click "Next" then "Save."
Finally, if this trip has already been completed and you were adding it for your own records, you can archive the trip right from the dashboard by clicking the "Archive" button and selecting "Completed."
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